How to do a workflow automatically from IDM

Legacy Contributor

Hi all,

Does anyone know how to do a workflow to approve documents in IDM?

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Accepted answers

All comments

Brandon Watson

Open the IDM Control Center and under the Information section of the Menu, there is an Examples page. Here you can download the IDM_Approve_Example, with accompanying readme, from the 'How to configure approval workflow'. Hopefully this helps guide you through the process.

Legacy Contributor

I received this error:

400 - Bad Request

Error triggering workflow com.infor.documentarchive.commons.exceptions.ICRException:
Unable to checkin Item Unable to checkin Item [wrapped com.microsoft.sqlserver.jdbc.SQLServerException]
Cannot insert duplicate key row in object 'idm.IM' with unique index 'IM_Artigo_key'.
The duplicate key value is (20).

Steps:
1 - Add File
2 - Approve
3 - Delete File
4 - Add same file
5 - Try to run the workflow

Do you know what this error means?

Brandon Watson

It sounds like your first document did not get deleted properly, and that it is still in your idm.IM table, when it should have been moved to the ICR_ARCHIVE_IM table. The '20' is the MDS_Status field that labels the document as approved.

Legacy Contributor

I already found the problem. It's OK now.

When I request to approve a document is it possible in my workflow to get for example the name of the document to send in the notification?

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